Algert Global’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Sell |
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|
2025
Q1 | $4.39M | Buy |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $3.02M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $503K | Hold |
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|
2022
Q4 | $518K | Buy |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $315K | Buy |
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